18 years helping British businesses
choose better software
FundCount vs PORTAX
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Learn more
US$899.00/month
US$89.00/month
Overall
4.6
(13)
Overall
Hedge funds, fund administrators, family offices, private equity funds, and other investment professionals.
Wealth Managers, Financial Advisors, Family Offices, Investors, Portfolio Management
- Accounting
- Benchmarking
- Bonds/Stocks
- Client Management
- Fee Management
- For Investors & Traders
- Fund Management
- Investments Tracking
- Performance Metrics
- Portfolio Rebalancing
- Accounting
- Benchmarking
- Bonds/Stocks
- Client Management
- Fee Management
- For Investors & Traders
- Fund Management
- Investments Tracking
- Performance Metrics
- Portfolio Rebalancing
- Cloud-based
- On-premise
Not provided by vendor
- In Person
- Live Online
- Webinars
- Documentation
- Videos
- In Person
- Live Online
- Webinars
- Documentation
- Videos
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
